Birch Hill Wealth Advisors

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Birch Hill Wealth Advisors

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Birch Hill Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC
Kerry Phelan, Private Wealth Advisor
Tyler Bates, Client Concierge

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

Happy National Dog Day! 🐶🐾
This National Dog Day, we're celebrating the companions who remind us of the value of loyalty, trust, and unconditional support.

Wishing our clients and partners a pawsitively wonderful day! 🐾

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/07/2026

Today, we celebrate Kaelan and her incredible journey with our team. As she embarks on an exciting new chapter with the Disney College Program in Florida, we wish her continued success, growth, and unforgettable experiences.

Thank you, Kaelan, for all your contributions. You'll be greatly missed! ✨

08/04/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

07/24/2026

Happy National Tequila Day! 🍹

Just as the finest tequila is crafted with patience and expertise, lasting client relationships are built on trust and commitment. This National Tequila Day, our team raises a toast to our valued clients.
Thank you for your continued partnership. 🍹🥂

07/21/2026

Office Poll: Should Mocha be allowed to come to the office?

Pros: She is great with people (everyone gets a kiss), Will follow you around the office (never be lonely), and very difficult to be sad around her

Cons: Staff work production may decrease (she is hard not to play with) and she may fall asleep on the job (prefers laps)

Address

27 Collegeview Avenue
Poughkeepsie, NY
12603

Website

https://www.ameripriseadvisors.com/kerry.m.phelan/

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